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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,437 | $78,690+4.8% | $161,489-49.0% | $87,485-5.8% |
| Participation rate | 26.9% | 67.5%-40.5pp | 78.7%-51.8pp | 68.9%-42.0pp |
| Annual return | 15.42% | 32.74%-17.3pp | 89.72%-74.3pp | 26.06%-10.6pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,890 | $3,311-42.9% | $5,630-66.4% | $4,274-55.8% |
| Admin fee / account holder | $840 | $6,724-87.5% | $16,006-94.7% | $7,775-89.2% |